Strategic Portfolio Advisor

1 week ago


Calgary, Alberta, Canada Fidelity International Full time

**Key Responsibilities:**

  • Support advisor clients, Sales, and other internal partners with timely and relevant information
  • Support advisors in the creation, implementation, and review of customized, open-architecture model portfolios
  • Conduct independent meetings and accompany the sales team in advisor meetings supporting portfolio construction discussions - some travel required
  • Support sales team members on ad hoc queries for portfolio construction information and training on Fidelity Portfolio Intelligence


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